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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,740 | $168,635-75.2% | $147,617-71.7% | $125,389-66.7% |
| Participation rate | 40.0% | 88.8%-48.8pp | 84.6%-44.6pp | 83.2%-43.2pp |
| Annual return | 0.65% | 77.65%-77.0pp | 61.98%-61.3pp | 282.24%-281.6pp |
| Employer contribution / active EE | $0 | $6,252-100.0% | $5,564-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,389 | $5,507-38.5% | $4,895-30.8% | $5,352-36.7% |
| Admin fee / account holder | $12,990 | $13,580-4.3% | $11,612+11.9% | $9,541+36.2% |